Visiting Expert Series

Learn about various topics from some of the top leading experts.

You asked for it… We delivered!

Free, fun, info-packed workshops

The Visiting Expert Series are workshops that have been requested by our LifePlan™ members to address topics other than the law. We know the law… but they know other stuff. You asked for it, we deliver, and it’s FREE!

Our Visiting Expert Workshops are led by various professionals who are extremely knowledgeable in their fields of expertise. Some workshop topics will include social security planning, fraud prevention, advanced funeral planning, organizing important documents, and much more!

Want to Know More?

For more information on this webinar or any of the other webinars in our Visiting Expert Series, Call Carrier Law at (800) 317-2812.

REGISTER Now!

Sign up now and join us for a Visiting Expert Workshop. Once you have registered, you will receive an email with details.

Upcoming Workshops

Making Your Last Move Easy!

Wednesday, September 18, 2:00 PM

Learn More

Medicare Made Simple

Wednesday, October 9, 3:00 PM

Learn More

In Case You Missed It

Couldn’t make it to our last webinar? Watch recordings of our latest Visiting Expert Series virtual workshops now.

Watch More Visiting Expert Videos

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

Sue Van Sluyters

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

Sally Brown

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

Mike Visser

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Dorothy Kelley

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

Linda & Gary Yakubowski

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Robyn Bolle

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

Patti Smith

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

Delores

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